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Sponsor portfolioWelfare / HealthEIN 03-0185024

VNA & HOSPICE OF THE SOUTHWEST REGION, INC.

7 ALBERT CREE DRIVE · RUTLAND, VT 05701
8027701510
Plans filed
6
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$277K
No prior year
Persons covered
165
No prior year
Total participants
120
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #502$1.7M
THE VNA & HOSPICE OF THE SOUTHWEST REGION MEDICAL PLAN
Fully insured124 covered·2 carriers
Primary: THE VERMONT HEALTH PLAN
Plan #520$277K
VNA & HOSPICE OF THE SOUTHWEST REGION, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed165 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #516$50K
THE VNA & HOSPICE OF THE SOUTHWEST REGION SHORT TERM DISABILITY PLAN
Fully insured151 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #517$48K
THE VNA & HOSPICE OF THE SOUTHWEST REGION LONG TERM DISABILITY PLAN
Fully insured151 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #515$23K
THE VNA & HOSPICE OF THE SOUTHWEST REGION LIFE INSURANCE PLAN
Fully insured151 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #519$0
THE VNA & HOSPICE OF THE SOUTHWEST REGION HRA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$103K31.3%
Short-term disability$92K27.9%
Long-term disability$55K16.7%
Life$53K16.0%
Vision$27K8.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$250K90.4%16165
VISION SERVICE PLAN
EIN 061227840
V
$27K9.6%11104

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAVISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$40K$14K$54K81.2%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$12K$12K18.8%1
EMPLOYEE NAVIGATOR, LLCBETHESDA, MDVISION SERVICE PLAN$0$0$00.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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